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iShares Preferred and Income Securities ETF

1,002 hedge funds and large institutions have $5.51B invested in iShares Preferred and Income Securities ETF in 2025 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 346 increasing their positions, 396 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

13% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 396

15% less call options, than puts

Call options by funds: $6.89M | Put options by funds: $8.15M

Holders
1,002
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.89M
Puts
$8.15M
Net Calls
Net Calls Change

Top Buyers

1 +$27.9M
2 +$20.3M
3 +$15M
4
Morgan Stanley
Morgan Stanley
New York
+$13M
5
Raymond James Financial
Raymond James Financial
Florida
+$12.3M

Top Sellers

1 -$128M
2 -$46.3M
3 -$36.2M
4
TA
Townsend & Associates
Colorado
-$32.6M
5
Goldman Sachs
Goldman Sachs
New York
-$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
951
McGuire Capital Advisors
Oklahoma
$12.6K
EWM
952
EPG Wealth Management
Georgia
$12.6K
SA
953
Strategic Advocates
Utah
$12.4K
OFG
954
Oxford Financial Group
Indiana
$12.4K
AW
955
Ankerstar Wealth
Texas
$12.2K
IIM
956
IFC & Insurance Marketing
California
$12K
OSAM
957
O'Shaughnessy Asset Management
Connecticut
$11.9K
WAS
958
Winch Advisory Services
Wisconsin
$11.7K
TC
959
Trust Company
Kansas
$11.3K
RFS
960
Richardson Financial Services
Massachusetts
$10.7K
OC
961
Oakworth Capital
Alabama
$10.1K
CWP
962
Concord Wealth Partners
Virginia
$8.23K
1M
963
1248 Management
Missouri
$8.2K
CJ
964
Caitlin John
Michigan
$8.17K
FCAS
965
First Command Advisory Services
Texas
$8.11K
WWM
966
Wolff Wiese Magana
California
$7.89K
SR
967
Syntax Research
Florida
$7.89K
DF
968
Dunhill Financial
United Kingdom
$7.74K
AIA
969
Angeles Investment Advisors
California
$6.19K
W
970
WealthCollab
Washington
$6.19K
BNP Paribas Financial Markets
971
BNP Paribas Financial Markets
France
$5.6K
SFG
972
Strive Financial Group
Indiana
$5.33K
CW
973
Curio Wealth
Maryland
$4.82K
AIM
974
Anchor Investment Management
South Carolina
$4.8K
FFL
975
Financial Freedom LLC
Ohio
$4.78K